Titelia

Holdings of West Branch Capital LLC

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Net assets
-
Positions
346 in 6 countries
Top ten
55.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Cintas Corp 4677 $
302Lemonade Inc 10627 $
303iShares Select Dividend ETF 4606 $
304Resideo Technologies Inc 17574 $
305Etsy Inc 11550 $
306Quanta Services Inc 1550 $
307Starbucks Corp 6538 $
308Uber Technologies Inc 7504 $
309Westinghouse Air Brake Technologies Corp 2500 $
310Moody's Corp 1437 $
311S&P Global Inc 1426 $
312Banco Santander SA 37423 $
313HEICO Corp 2423 $
314Sherwin-Williams Co/The 1411 $
315Sunrun Inc 30407 $
316Kinder Morgan, Inc. 12403 $
317Boston Scientific Corp 6377 $
318Dominion Energy Inc 6371 $
319Cheniere Energy Inc 1355 $
320Stryker Corp 1329 $
321Evergy Inc 4328 $
322Quantum Computing Inc 47322 $
323Truist Financial Corp 7322 $
324American International Group Inc 4301 $
325Cadence Design Systems Inc 1278 $
326KKR & Co Inc 3278 $
327Rigetti Computing Inc 17239 $
328Radian Group Inc 7232 $
329Expedia Group Inc 1231 $
330Howmet Aerospace Inc 1231 $
331Ameren Corp 2220 $
332Packaging Corp of America 1213 $
333Ford Motor Co 16185 $
334Guardant Health Inc 2185 $
335US Foods Holding Corp 2185 $
336Digital Realty Trust Inc 1181 $
337Embraer SA 3179 $
3383M Co 1146 $
339CBRE Group Inc 1136 $
340Hartford Insurance Group Inc/The 1136 $
341Blackstone Inc 1115 $
342International Paper Co 3108 $
343AdvanSix Inc 498 $
344NET Lease Office Properties 558 $
345Karyopharm Therapeutics Inc 317 $
346XEROX HOLDINGS CORP 10710 $

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Sector breakdown

  • Technology 33.9 %
  • Communication 10.7 %
  • Financials 10.0 %
  • Consumer discretionary 8.8 %
  • Health care 8.0 %
  • Consumer staples 7.9 %
  • Industrials 2.5 %
  • Energy 2.0 %
  • Funds 1.9 %
  • Utilities 0.1 %
  • Real estate 0.1 %
  • Unattributed 14.1 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.9 %
  • United Kingdom 0.1 %
  • Netherlands 0.0 %
  • Mexico 0.0 %
  • Denmark 0.0 %
  • Spain 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States339372M $99.92 %
2United Kingdom3226.2K $0.06 %
3Netherlands179.3K $0.02 %
4Mexico17.6K $0.00 %
5Denmark12.9K $0.00 %
6Spain1423 $0.00 %
Cite this page

Titelia. "Holdings of West Branch Capital LLC". https://titelia.com/en/funds/US13F1738723